National Retailer
A national, multi-banner retailer reached a critical inflection point in its customer care operations. Customer care was fragmented across banners, systems, and third-party vendors—creating inconsistent experiences, limited visibility, and missed opportunities to learn from customers. The operating environment included 18 toll-free numbers, 18 email inboxes, 8 digital properties, and more than 450 agents, resulting in a reactive, complex model that was costly to manage and difficult to evolve. A large consulting partner had proposed a multi-year, technology-led transformation anchored in platform consolidation and AI enablement. Leadership instead sought a more nimble, execution-focused approach—one that could establish a clear, unifying vision, deliver near-term clarity, and create a practical roadmap to reposition Customer Care as a strategic advantage rather than a transactional cost center.
“This work gave us a clear Customer Care Vision and Mission that reframed the function as the embodiment of the customer within our organization—not just a place to resolve issues, but a critical channel for insight, experience, and trust.” The engagement delivered a unified Customer Care Vision, Mission, and Strategy Framework, adopted at the executive level. Customer Care was repositioned as a vital source of customer insight and brand experience—where caring for customers becomes caring for the business. While subsequent leadership changes paused full implementation, the strategy remains a durable blueprint for how large, multi-banner retailers can elevate service into a competitive differentiator.
To reposition Customer Care from a reactive, transactional function into a strategic touchpoint that builds trust, loyalty, and organizational learning—while improving efficiency and scalability.
Through a collaborative engagement that combined data analysis, frontline immersion, stakeholder workshops, and best-in-class benchmarking to create an actionable, enterprise-aligned strategy grounded in operational reality.

Wendy Montgomery